Hi All,
I have been asked if there is any way on the Customer Maintenance > Contacts tab I can add some fields which pull in from the Marketing Campaign and Marketing Event fields so we can log where we heard about a contact (or where they heard about us) against the contact.
I know it can be done as a Help Desk case but that is very long winded and we regularly need to add these details for customers.
Does anyone know of a way that this can be done?
I know I can just add two empty (spare) fields from the CustCnt table, but that means the user has to type each one in manually. I need it to pull from the marketing event and campaign tables so that all records are constant and users can't mis-type the details etc.
Any help would be appreciated.
Thanks,
CHRIS
[Non-text portions of this message have been removed]
I have been asked if there is any way on the Customer Maintenance > Contacts tab I can add some fields which pull in from the Marketing Campaign and Marketing Event fields so we can log where we heard about a contact (or where they heard about us) against the contact.
I know it can be done as a Help Desk case but that is very long winded and we regularly need to add these details for customers.
Does anyone know of a way that this can be done?
I know I can just add two empty (spare) fields from the CustCnt table, but that means the user has to type each one in manually. I need it to pull from the marketing event and campaign tables so that all records are constant and users can't mis-type the details etc.
Any help would be appreciated.
Thanks,
CHRIS
[Non-text portions of this message have been removed]